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Data Sync: Salesforce -> Engagement Hub
These are the data fields that can be mapped from Salesforce into the Nexus Engagement Hub for each object that Nexus interacts with.
Requester
| Field | Description |
|---|---|
| Requester First Name | The first name of the requester. |
| Requester Last Name | The last name of the requester. |
| Requester ID | The unique identifier of the requester. |
| Requester Federation ID | The federation identifier of the requester, if applicable. |
| Requester Email Address | The email address of the requester. |
Account
| Field | Description |
|---|---|
| Account Name | The name of the account. |
| Account Sales Channel - Level 1 | Top level of sales channel (hierarchy field) |
| Account Sales Channel - Level 2 | Bottom level of sales channel (hierarchy field) |
| Account Address | Business / Mailing address of Account |
| Account City | Business / Mailing city of Account |
| Account State | Business / Mailing state of Account |
| Account Postal Code | Business / Mailing postal code of Account |
| Account Country | Business / Mailing country of Account |
| Account Industry | Industry / Vertical of Account |
| Account Website | URL for Account Website |
| Account ID | ID for Account (Does not have to be SF ID) |
| SF Account ID | SF Assigned Account ID |
| Account Status | Status or Type of Account |
| Account NDA Signed Status | Boolean Value if NDA is signed or not |
| Account Text Field | Can be used to map any text string field |
| Account Picklist 1 | Can be used to map any single select field |
| Account Picklist 2 | Can be used to map any single select field |
| Account Picklist 3 | Can be used to map any single select field |
Opportunity
| Field | Description |
|---|---|
| Opportunity Name | The name or title of the opportunity. |
| Opportunity ID | Unique identifier for Opportunity assigned by SF |
| Opportunity Stage | Current sales stage of the Opportunity |
| Opportunity Amount | Opportunity Value amount |
| Actual Revenue Amount | Amount closed |
| Opportunity Expected Booking Date | The date the opportunity is expected to be booked. |
| Opportunity Category | The category associated with the opportunity. |
| Opportunity Account ID | The unique identifier of the associated account. |
Attendee (Contact)
| Field | Description |
|---|---|
| Attendee First Name | The first name of the attendee. |
| Attendee Last Name | The last name of the attendee. |
| Attendee Title | The title or position of the attendee. |
| Attendee Phone | The phone number of the attendee. |
| Attendee Email | The email address of the attendee. |
| Attendee Role | The role of the attendee within their department or organization. |
| Attendee Country | The country associated with the attendee. |
| Attendee Gender | The gender of the attendee, if specified. |
| Attendee Function | The function or department of the attendee. |
| Attendee Country | The country associated with the attendee. |
| Attendee Account Name | The name of the account associated with the attendee. |
| CRM Contact ID | The contact identifier in the CRM system for the attendee. |
| CRM Account ID | The account identifier in the CRM system associated with the attendee. |